Building a Detailed Budget in Kuali Research

This guide provides concise, step-by-step instructions for creating a detailed budget in Kuali Research. For more complex scenarios, refer to the searchable PDF guide. Instructional videos are available for adding personnel, using auto-calculate, and applying details to later periods.

1

Create a Budget

  • Navigate to the Budget Panel within your proposal.
  • Click +Add Budget.
  • Enter a Budget Name, select Start a Detailed Budget, and click Create Budget.
 
2

Add Personnel

  • Review the Project Personnel section for listed individuals (e.g., PI, Co-Is).
  • Click Add Personnel to include employees or "To Be Named" roles.
  • Use the Search feature to locate employees or manually add placeholders.
    Refer to the instructional video on adding personnel for a walkthrough.
 
3

Edit Personnel Details

  • Click Details next to each individual to verify or edit:
    • Appointment Type
    • Base Salary (auto-populates)
    • Salary Effective Date and Anniversary Date
  • Save changes before proceeding.
 
4

Assign Personnel to Budget Periods

  • Open the Assign Personnel to Periods panel.
  • For each person, enter:
    • Object Code (type of compensation)
    • Start/End Dates
    • Effort % (time dedicated)
    • Charged % (portion paid by sponsor)
  • Click Assign to Period and repeat as needed.
    See the auto-calculate instructional video for guidance on this feature.
 
5

Add Non-Personnel Costs

  • Navigate to the Non-Personnel Costs panel.
  • Click Assign Non-Personnel.
  • Select Object Code Name and enter the Total Base Cost (e.g., Equipment, Travel, Tuition).
 
6

Auto-Calculate Budget Periods (Optional)

  • Click Auto-Calculate Periods to copy Period 1 budget lines to future periods. A 3% inflation rate is applied by default.
    Refer to the auto-calculate instructional video for detailed steps.
 
7

Review and Complete Budget

  • Open the Budget Summary panel to review all entries.
  • Click Complete Budget and certify when prompted.
  • Select Return to Proposal to finalize.
 

PDF

Notes and Hints

  • Manual Entries:
    Entering data in later periods disables auto-calculation.
  • Apply to Later Periods:
    This feature copies data to future periods but disables auto-calculation.
    Refer to the instructional video for using this feature.
  • Subawards, Modular Budgets, Cost Share:
    For more information on these topics, refer to the searchable PDF guide.